RentRedi lets you generate a Schedule E report to summarize your rental property income and expenses using Schedule E categories.
Follow the steps below to generate and export your report.
1. Open the Schedule E report
From your RentRedi Dashboard, click the ❯❯ (Expand Sidebar) button in the top-left corner.
Go to Accounting → Reports.
Under Taxes, select Schedule E.
2. Set your report filters
Before generating your report:
Select a date range for the reporting period.
Select a property from the dropdown.
Select All Properties to generate a consolidated report for your entire portfolio.
3. Choose additional report options
Prorate Unassigned Transactions
Turn this option on if you want portfolio-level transactions that aren't assigned to a specific property to be distributed evenly across your properties.
This can be useful for expenses that apply to your overall portfolio, such as software subscriptions or general administrative expenses.
Include Mileage Deduction
Turn this option on to include eligible mileage recorded under the Mileage tab for trips associated with a property.
Mileage will be included under Line 6: Auto & Travel.
Note: Only mileage assigned to a specific property will be included in the report. Make sure your mileage entries are linked to the correct property.
4. Export your report
Once you’ve set your filters:
Click Export.
Choose PDF or Spreadsheet.
Done! ✅Your Schedule E report will download in the format you selected.
You can use the report to review your rental property income and expenses or share it with your accountant or tax professional when preparing your taxes.
Need help? 💬
Contact us! RentRedi Chat Support is available 24/7! Access our Live Chat via the chat bubble in the bottom right corner of the RentRedi dashboard.